BDR: Retirement Plan Outreach Pro

Lovascogroup

Detroit (MI)

On-site

USD 42,000 - 70,000

Full time

14 days+
Application generator

Turn this role into an interview — a resume and cover letter built around what this employer wants.

Get past ATS filters

Benefits offered by this job

Medical insurance
Dental insurance
Vision insurance
401(k) plan and company match
Employer-paid life insurance
Employer-paid short-term and long-term

Job summary

LoVasco, based in Detroit, seeks a Business Development Representative to build the top of our funnel for Retirement Plan Consulting. You will craft target lists, perform heavy outreach, and hand off well-briefed opportunities to our consultants.

You will own the process of opening doors with plan sponsors, scheduling first meetings, and maintaining steady follow-up until renewal or RFP windows appear. A strong performer thrives on metrics and collaboration.

Qualifications

  • Bachelor's degree in business administration, communications, marketing, finance, or a related field, or commensurate work experience.
  • Two or more years of outbound prospecting, inside sales, business development, or appointment-setting experience.
  • Demonstrated track record of hitting activity and meeting-set targets.
  • Comfort with CRM and sales enablement tools; experience with Salesforce is a plus.

Responsibilities

  • Outbound Prospecting: Execute daily, disciplined outreach to plan sponsors and decision-makers by phone, email, and LinkedIn.
  • Target List Development: Build and maintain prioritized prospect lists in our CRM using plan data to target right companies.
  • Appointment Setting: Secure first meetings for our retirement plan consultants and confirm those meetings hold.
  • Meeting Preparation: Prepare a short pre-meeting brief for the assigned consultant.
  • Nurture and Follow-Up: Own the long-cycle follow-up and cadence.
  • Networking Channel: Represent LoVasco in industry associations and local groups.
  • Pipeline Hygiene: Maintain accurate, current activity in Salesforce and Asana.

Skills

Prospecting
Phone outreach
LinkedIn outreach
CRM usage
Sales communication

Education

Bachelor's degree in business administration, communications, marketing, finance, or related field

Tools

Salesforce
Asana

Job description

LoVasco, based in Detroit, seeks a Business Development Representative to build the top of our funnel for Retirement Plan Consulting. You will craft target lists, perform heavy outreach, and hand off well-briefed opportunities to our consultants.

You will own the process of opening doors with plan sponsors, scheduling first meetings, and maintaining steady follow-up until renewal or RFP windows appear. A strong performer thrives on metrics and collaboration.

Get your free, confidential resume review.
or drag and drop your file here.
Similar jobs

Similar jobs worth comparing

Retirement Plan BDR: Drive Qualified Meetings
Retirement Plan BDR: Drive Qualified Meetings

LoVasco • Detroit (MI)

On-site
USD 45,000 - 70,000
Medical insurance including Health SAV
401(k) plan and company match
Employer-paid short/long-term disabled
+3
Business Development Representative, Retirement Plan Consulting
Business Development Representative, Retirement Plan Consulting

LoVasco • Detroit (MI)

On-site
USD 45,000 - 70,000
Medical insurance including Health SAV
401(k) plan and company match
Employer-paid short/long-term disabled
+3
Business Development Representative
Business Development Representative

Lovascogroup • Detroit (MI)

On-site
USD 42,000 - 70,000
Medical insurance
Dental insurance
Vision insurance
+3
Senior Retirement Plan New-Business Leader
Senior Retirement Plan New-Business Leader

Lovascogroup • Detroit (MI)

On-site
USD 90,000 - 130,000
Medical insurance
Dental insurance
Vision insurance
+10
Retirement Plan Producer & Client Growth Lead
Retirement Plan Producer & Client Growth Lead

LoVasco • Detroit (MI)

On-site
USD 110,000 - 180,000
Medical insurance with HSA
401(k) plan with company match
Disability insurance
+3
National Retirement Plan BD Lead
National Retirement Plan BD Lead

Concurrent • Tampa (FL)

On-site
USD 150,000 - 180,000
401(k) matching
Dental Insurance
Flexible spending account
+4
Senior Retirement Plan Business Development Lead
Senior Retirement Plan Business Development Lead

Poweredbyconcurrent • Tampa (FL)

On-site
USD 150,000 - 180,000
401(k) matching
Dental Insurance
Flexible spending account
+4
Retirement Plan Client Admin & Coordination
Retirement Plan Client Admin & Coordination

Lovascogroup • Detroit (MI)

Hybrid
USD 42,000 - 66,000
Medical Insurance
Dental Insurance
Vision Insurance
+12
Producing Account Manager, Retirement Plan Consulting
Producing Account Manager, Retirement Plan Consulting

LoVasco • Detroit (MI)

On-site
USD 110,000 - 180,000
Medical insurance with HSA
401(k) plan with company match
Disability insurance
+3
Producing Account Manager
Producing Account Manager

Lovascogroup • Detroit (MI)

On-site
USD 90,000 - 130,000
Medical insurance
Dental insurance
Vision insurance
+10